Pamela Bettenhausen, financial advisor Frankfort IL

Pamela Bettenhausen

CRD Number: 4168990
Current Firm: Avantax Advisory Services

Pamela Bettenhausen (CRD# 4168990) is an Investment Advisor Representative working at Avantax Advisory Services in Frankfort, IL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Strategize Tax Service LLC Orland Park, IL Jan 2021 - Current 3
Eia/fia Orland Park, IL Nov 2020 - Current 3
Avantax Insurance Agency And/or Avantax Insurance Services Orland Park, IL Apr 2019 - Current 4
North American Compnay For Life Sioux Falls, SD Jan 2019 - Current 5
Strategize Wealth Management Group Inc. Orland Park, IL Apr 2018 - Current 5
Strategize Wealth Management Group Inc. Orland Park, IL Apr 2018 - Current 5
Strategize Insurance Agency LLC Frankfort, IL Aug 2016 - Current 7
Avantax Advisory Services Orland Park, IL Apr 2016 - Current 7
Avantax Investment Services, Inc. Orland Park, IL Sep 2015 - Current 8
Hd Vest Insurance Agency, Inc. Irving, TX Sep 2015 - Apr 2019 3
Pfs Investments Inc. Frankfort, IL Apr 2000 - Oct 2015 15
Primerica Financial Services Frankfort, IL Dec 1999 - Oct 2015 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2016
S63 Uniform Securities State Law Examination Jul 2000
Contact Info for Pamela A. Bettenhausen
Phone Number: 972-870-6000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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